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Lazard's survey shows private equity secondary-market investors are reassessing software investments and reallocating capital while awaiting clearer evidence of AI-driven disruption to business models and valuations. 91% of respondents said the main

2026-08-15

Lazard's survey shows private equity secondary-market investors are reassessing software investments and reallocating capital while awaiting clearer evidence of AI-driven disruption to business models and valuations. 91% of respondents said the main moat against AI replacing software products is "proprietary data advantages and network effects difficult for AI to replicate." Only 4% reported no change to their software investment approach as of June.

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2026-08-15

Oracle (ORCL.N): The Jupiter Project, our AI data center campus, is progressing as planned, and we will continue to work closely with our partners to move the project forward.

Oracle (ORCL.N): The Jupiter Project, our AI data center campus, is progressing as planned, and we will continue to work closely with our partners to move the project forward.
2026-08-15

Trump said he will soon declare the Strait of Hormuz "U.S. territory" after defeating Iran. He called a blockade of Iran "unstoppable" and a "wall of steel," and said the U.S. is fully prepared to respond to Iran, will not allow Iran to continue rela

Trump said he will soon declare the Strait of Hormuz "U.S. territory" after defeating Iran. He called a blockade of Iran "unstoppable" and a "wall of steel," and said the U.S. is fully prepared to respond to Iran, will not allow Iran to continue related actions or to acquire nuclear weapons. He said U.S. consumers would pay only a very small price for higher gasoline, said he did not care about hitting Iran's economy before the midterms, and said the U.S. has made a lot of money from tariffs.
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